A Reminder with Most Physical AI Stocks Down ~30% From Highs
A reminder with most physical AI stocks down ~30% from highs
Jensen $NVIDIA(NVDA)$ said Physical AI could ultimately be 10x larger than digital AI
Here's a simple "picks and shovels" roadmap:
-> BEARINGS & ACTUATORS: $Regal Rexnord(RRX)$ $RBC Bearings(RBC)$ $Ametek Inc(AME)$ Harmonic Drive
-> SENSORS: $Sensata Technologies Holding N.V.(ST)$ $Allegro MicroSystems, Inc.(ALGM)$ $Allient Inc.(ALNT)$
-> MOTION CONTROL: $Rockwell Automation(ROK)$ $Parker Hannifin(PH)$ $Allient Inc.(ALNT)$
-> PERCEPTION: $Ouster Inc.(OUST)$$Aeva Technologies Inc.(AEVA)$ $Cognex(CGNX)$
-> CONNECTIVITY: $Iridium(IRDM)$ $Silicon Laboratories(SLAB)$ $Amphenol(APH)$
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